Whitestone REIT CEO uses 13,229 shares for taxes

Whitestone REIT Chief Executive Officer David K. Holeman reported a disposition of 13,229 common shares on June 30, 2026.

Rhea-AI Filing Summary

Whitestone REIT Chief Executive Officer David K. Holeman reported a disposition of 13,229 common shares on June 30, 2026. These shares were withheld by the company to cover tax obligations arising from the vesting of previously granted restricted units. After this tax-withholding event, Holeman directly holds 818,165 common shares.

Insider Trade Summary

Exercise Price or Tax Liability: 13,229 shares

Exercise Price or Tax Liability 1 txn

Insider Holeman David K

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Shares	13,229	$18.96	$251K

Holdings After Transaction: Common Shares — 818,165 shares (Direct)

Footnotes (2)

1. F1. Represents common shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of certain restricted units previously granted pursuant to the Company's 2018 Long-Term Equity Incentive Ownership Plan.
2. F2. Per Share value assigned by the Company to the tax withholding shares based on the closing sales price of the common shares on June 30, 2026.

Key Figures

Shares withheld for taxes: 13,229 shares Assigned share value: $18.96 per share Shares held after transaction: 818,165 shares

3 metrics

Shares withheld for taxes 13,229 shares Tax-withholding disposition on June 30, 2026

Assigned share value $18.96 per share Closing sales price on June 30, 2026

Shares held after transaction 818,165 shares Direct holdings following tax withholding

Key Terms

tax withholding obligations, restricted units, 2018 Long-Term Equity Incentive Ownership Plan, tax-withholding disposition

4 terms

tax withholding obligations financial

"to satisfy tax withholding obligations in connection with the vesting"

restricted units financial

"in connection with the vesting of certain restricted units previously granted"

2018 Long-Term Equity Incentive Ownership Plan financial

"previously granted pursuant to the Company's 2018 Long-Term Equity Incentive Ownership Plan"

tax-withholding disposition financial

"transaction_action: tax-withholding disposition"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Whitestone REIT (WSR) disclose in this Form 4?

Whitestone REIT reported that CEO David K. Holeman had 13,229 common shares withheld on June 30, 2026 to satisfy tax obligations from vesting restricted units. This is a compensation-related tax-withholding event, not an open-market share purchase or sale.

How many Whitestone REIT shares were involved in the CEO’s latest transaction?

The transaction involved 13,229 common shares of Whitestone REIT. These shares were withheld by the company to pay tax withholding obligations triggered when certain restricted units vested under the 2018 Long-Term Equity Incentive Ownership Plan.

Was the Whitestone REIT CEO’s Form 4 transaction an open-market sale?

No, the filing describes a tax-withholding disposition, not an open-market sale. The company retained 13,229 shares to cover tax obligations tied to vesting restricted units, a common mechanism for handling equity compensation taxes.

What share price was used for the Whitestone REIT tax-withholding shares?

The company assigned a per-share value of $18.96 to the 13,229 withheld shares. This value was based on the closing sales price of Whitestone REIT common shares on June 30, 2026, the date of the vesting-related tax event.

How many Whitestone REIT shares does the CEO hold after this transaction?

Following the tax-withholding disposition, CEO David K. Holeman directly holds 818,165 common shares of Whitestone REIT. This figure reflects his position after the company withheld 13,229 shares to satisfy related tax liabilities.

What plan caused the Whitestone REIT CEO’s restricted units to vest?

The restricted units that vested were granted under Whitestone REIT’s 2018 Long-Term Equity Incentive Ownership Plan. When these units vested, the company withheld 13,229 common shares to satisfy associated tax withholding obligations, as disclosed in the Form 4 footnotes.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/02/2026 - 06:52 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Holeman David K

(Last) (First) (Middle)

2600 SOUTH GESSNER

SUITE 500

(Street)

HOUSTON TEXAS 77063

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Whitestone REIT [ WSR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Shares	06/30/2026		F		13,229(1)	D	$18.96(2)	818,165	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents common shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of certain restricted units previously granted pursuant to the Company's 2018 Long-Term Equity Incentive Ownership Plan.

2. Per Share value assigned by the Company to the tax withholding shares based on the closing sales price of the common shares on June 30, 2026.

	/s/ David K. Holeman	07/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)